History
Lifetime Capital Management was started with the idea that fewer clients leads to stronger relationships and better results. By limiting the number of clients each advisor is responsible for, we can provide a level of customization to client plans that other advisors cannot compete with. This also provides more oversight to the client's investments, and more time spent getting to know each client individually.
Specialties
At Lifetime Capital Management, we serve all of our clients in a fee-only manner. We do not receive any compensation from insurance sales or mutual fund sales. We are a fiduciary in all aspects of the planning process, which means we put our client's needs ahead of our own. Whether you are looking for a one-time financial plan to see if you are on course to meeting your goals, or if you are looking for someone to help you with your day to day planning and asset management, we can help.